Note: The following features are in the beta release, if you'd like early access to them, reach out to our Support team via chat on your Adaptive dashboard.
New Expense Management Experience 💳
With the new expenses experience, you can view your receipts in the the Receipts page and transactions in the Card Feed page separately, see more of your receipts auto-matched reducing manual work, and easily match bill payments to transactions eliminating the need to delete them. You can also assign receipts to specific reviewers and take bulk actions like archiving and syncing overhead expenses with QuickBooks bypassing reviews.
Simpler Way to Manage Your POs 🛒
You now have the option to convert your existing purchase orders to Adaptive-only POs. All new POs will be Adaptive-only as well. This means they will no longer sync with QB, eliminating sync errors related to POs, unlocking full edit capabilities in Adaptive, and saving you time!
Bite Sized Improvements
Easily edit expiration dates and document types for existing compliance documents directly on your Adaptive dashboard without needing to download and re-upload them.
Never lose unsaved changes again! If you navigate away with unsaved changes, we’ll prompt you to save them first.
Quickly find specific change orders using the global search feature. (Access using the keyboard shortcut Command + K from anywhere in Adaptive)We’re Listening
Have suggestions? We’d love to hear them through the support chat on your Adaptive dashboard.
The Adaptive Team 💚